+213.5%
TER vs SHW
-11.6%
+225.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.3% | +6.5% | +5.0% |
| 7D | +11.0% | -1.2% | +12.1% | +11.3% |
| 30D | -1.9% | -11.6% | +9.7% | +2.2% |
| 3M | -0.7% | +9.1% | -9.8% | -7.9% |
| 6M | +36.4% | -0.7% | +37.0% | +33.2% |
| YTD | +92.4% | +1.4% | +91.1% | +89.7% |
| 1Y | +213.5% | -12.3% | +225.8% | +211.5% |
| All | +213.5% | -11.6% | +225.1% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SHW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling